How to Sell Your Consulting Services

The client-consultant relationship is a two-way street. Before you begin work or sign a contract, it’s important to learn the needs and resources of your client, including what they need to properly engage you, the independent contractor. When searching for new business, the last thing you want is to lose out to a competitor, or find yourself working with a client who can’t afford your services. Follow these steps to properly qualify new clients and sell your consulting services.

1. Put Yourself in the Selling Mindset

To some, being a salesperson comes naturally. To others, it may be a bit overwhelming at first. Ensuring you’re getting the jobs you should be getting, figuring out what consulting strategies you can employ to improve your sales, and landing new work faster and more frequently can sound like considerable tasks. Keep the process simple and start with qualifying. Qualifying is one of the first steps to consulting success, and will save you hassle and headache, especially when dealing with new clients.

2. Qualify, Qualify, Qualify

Qualifying is determining a conditional understanding of the potential client and their needs to increase the probability of closing the sale.

Simply put, qualifying is figuring out what the client needs, how your business can meet those needs, and how likely it is that the client will employ your services. The goal is to make sure there really is a good business fit between your consulting services and what the client is willing and able to buy.

3. Get to Know Potential Clients

To qualify a lead and ultimately secure a deal, there are a number of details you’ll need to figure out. The simplest way to do this is to ask your client. It seems obvious, but it’s always best to start off the sales process by speaking to the decision-maker first, ensuring that you’re not selling to someone who is not in the position to buy.

Use the following questions to guide a conversation with your potential client.

What is your client’s current situation? What do they need to have?

What would they like to see from a solution?

How can your consulting service help them get from where they are to where they would like to be?

By asking a series of qualifying questions, you’ll immediately know whether or not you can meet the client’s needs. If your services don’t align with what they’re looking for, move on to the next lead.

4. Conduct a Needs Assessment

The questions asked in the qualification process are often referred to as the “needs assessment.” A needs assessment begins with broad questions to determine the potential client’s understanding of their own needs. As conversation grows and develops, it should naturally flow into a discussion of their specific needs. Throughout this process, try to be open and understanding, and encourage the client to explain and share in detail.

Example questions to begin this process include:

Would you describe what your current environment looks like?

What does your ideal solution look like?

Would you explain your 6-12 month strategy to me?

How much is the problem costing you?

What is your budget range for this consulting project?

What kind of growth are you anticipating from your ideal solution?

Who in your organization would be the primary point of contact for this consulting project?

Have you worked with consultants on projects before? What worked or didn’t work for you in that scenario?

5. Tailor Your Pitch

Once your potential client has answered these (or similar) questions, it will provide you with information to tailor your sales pitch. Ultimately, you’ll be able to win more deals and weed out projects that aren’t the right fit. As you learn more about potential client budgets, this will help you calibrate the right consulting rate in your proposals.

6. Repeat the Process

Qualifying doesn’t just stop there. Not only does it ensure that you’re pitching to more promising leads, but it also attracts new prospects. Sharing your qualification process with your clients shows an honest and transparent business practices, and gives them confidence from the outset. After all, the search for the perfect fit between client and consultant will benefit all sides if conducted earnestly.

Looking to learn more? Our team would be happy to discuss with you how processes like qualifying—and MBO’s services—can help you save your business time, money, and administrative effort.